See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,679 | $87,870+143.2% | $113,168+88.8% | $74,304+187.6% |
| Participation rate | 81.3% | 70.7%+10.6pp | 76.6%+4.7pp | 60.3%+21.0pp |
| Annual return | 15.83% | 26.44%-10.6pp | 24.27%-8.4pp | 29.43%-13.6pp |
| Employer contribution / active EE | $3,181 | $2,277+39.7% | $2,975+6.9% | $2,241+41.9% |
| Participant deferral / active EE | $9,273 | $4,241+118.7% | $5,107+81.6% | $3,767+146.2% |
| Admin fee / account holder | $8,665 | $3,368+157.3% | $12,068-28.2% | $2,969+191.9% |